Annual Report 2018 - 2019

Building stronger communities Delivering Great Homes - P.8 Tenant Participation The Apex development and Community Contents team continues to deliver Investment - P.12 new high quality homes Through our tenant for rent. Read more on participation and page 8. community investment Accommodation programmes we are at Apex - P.26 building a culture of At 31 March 2019 Apex’s involvement and helping housing stock comprised individual tenants and 5,597 homes communities. consisting of: general See pages 12-15. needs; shared ownership; and supported living FinancialFinancial Highlights Highlightsaccommodation. - P.20Apex Voluntary Housing GroupSee pages at 3126-31. March 2019 Developing Our It was another year of solid financial People - P.16 performance. View the Staff development, well- highlights on page 20. Chairman’s View - being initiatives and Balance Sheet 31/03/2019 31/03/2018 P. 6 charity fundraising efforts. Read the HR story on Fixed Assets - Housing, Land & Buildings 640.0m 563.3m The Chair reflects on Net Worth of Company - Housing Debt, Capital & Reserves 585.2m Apex’s continuing growth page 16. 630.0m and the difficulties presented by Welfare Renewal & Income & Expenditure Reform. Read the Upgrading - P.10 Organisation Turnover 50.7m 47.6m Chairman’s View on £3.7m invested in our Highlights - P.4 page 6. programme of planned Operating Costs 41.5m 37.4m It was another year of and cyclical maintenance strong performance for older housing stock. Operating Surplus - before interest and transfers to reserves 9.2m 10.2m across all of Apex’s core See page 10. housing and community investment activities. View the highlights on Company Information page 4. Management Team Internal Auditor: RSM, 1 Lanyon Quay, BelfastSupported BT1 3LG Living andExternal Board Auditor: - P.21 PricewaterhouseCoopers,Scheme Waterfront Details Plaza, 8 Laganbank - Road, BT1 3LR ViewSolicitors: management Arthur Cox, Victoria House, GloucesterP.32 Street, Belfast BT1 4LS achievementsPrincipal Bankers: and boardFirst Trust Bank plc, Meadowbank, 141 Strand Road, ~Londonderry BT48 7TN attendance. Addresses and contact See pages 21-23. details for all Apex supported living Key Performance accommodation. Indicators - P.18 See pages 32-34. This year’s KPIs reflect a huge effort by staff to maintain very high levels of performance against a difficult economic background. View full details on page 18.

Cover: Fun Day for tenants of Iona House, Strabane.

20 Apex Annual Report 2018 - 2019 Organisation Highlights

4 5 Apex Annual Report 2018 - 2019 Chairman’s View John Meehan

Providing support to those who A supply of fresh vegetables grown at the Ballymagowan Allotments use our services and need our help were provided to the Social Supermarket which during the year supported is at the centre of what we do. 108 families on their journey out of food poverty. Implementation of Welfare Reform, and the roll-out of Universal Credit during the year has resulted in changes and cuts to many tenants’ household incomes, creating significant challenges for those affected.

Despite the implementation of mitigation measures, the resulting changes to tenants’ income has meant that staff have faced the twin-challenge of supporting tenants affected, while at the same time ensuring that rental income is collected. Our staff have responded proactively; planning 547 tenants through our financial services which provide value ahead, engaging with tenants and inclusion service, enabling tenants for money. Critical to helping us key stakeholders, and delivering to access almost £0.25m in social achieve this is the voice of our services that have a positive impact. security benefits and helping tenants. Implementation of our During the year the new ‘Total tenants save £47k on loans. Tenant Participation Strategy has In the 12 months leading up to great work was recognised at During the year we delivered a Mobile’ solution for front-line staff delivered outcomes which ensure March 2019, Apex experienced regional and national level, when range of innovative solutions to was introduced to enable them Much of our community that we provide opportunities for substantial growth and significant feedback provided to the Elderly meet the increasing demand for to deliver an improved service to investment work is undertaken in our tenants to be involved in the change, and I’m pleased to say that Accommodation Counsel Awards new homes. We completed 252 tenants in their own homes. partnership. With the assistance decisions that affect them, and we responded positively to these by tenants of Brookhill House and new homes and commenced of funding from the Department enable them to provide feedback to challenges. Killowen House in ; and construction of a further 524, to To date only 10% of our tenants for Communities we delivered improve service delivery. I want to St Julian’s House, Omagh, resulted help the increasing number of have been impacted by the roll- support to 108 families through thank our tenants who participated We continued to deliver on our in Awards for all three schemes. families and single persons who out of Universal Credit, but there the Social Supermarket at the Apex in the Active Tenant Network, the vision, mission and values, making Marion Tasker-Lynch, Manager of may be living in very challenging are clearly significant challenges to Living Centre. We also worked with focus groups established to review good progress in achieving Brookhill House, also received a conditions. We also supported come for both tenants and Apex. a number of agencies to deliver specific areas including anti-social successful outcomes across all six of ‘National Hero’ Award. 60 households to access home a range of services to support behaviour, and all of those who the strategic themes set out in The ownership through FairShare and Implementation of our community Apex tenants, and those living in participated in the many events Apex Plan. Despite the increased demand for started 22 new affordable homes investment strategy has become the wider community. Agencies which took place within Apex our services, implementation of for sale through Fairbuild Homes NI. a vital component of our service included: Glen Community Project; communities during the year. This I would like to begin by paying Welfare Reform including the roll- delivery. Without doubt our Migrant Centre NI; Foyle Foodbank; engagement has assisted us in tribute to our staff for their ongoing out of Universal Credit, a 5% cut in With more than 5,500 properties - financial inclusion initiatives and Ulster Bank; Bryson Energy; Advice improving service delivery and commitment, teamwork and Supporting People funding, and the housing almost 14,000 residents, services delivered at the Apex NI; and Brandywell building stronger communities. professionalism. We value greatly continued crisis across Northern it is vital that we continue to Living Centre in Derry~Londonderry Initiative; Greater Area the services our staff deliver on a Ireland in recruiting and retaining provide well-maintained, energy are providing critical interventions Partnership; Ulster University; and Finally, I wish to thank my Board for day-to-day basis. During the year qualified nurses, we have continued efficient homes. During the year to support tenants in crisis; assisting Supporting Communities. their ongoing support in providing staff continued to provide high to deliver on our mission to build we invested £3.7m in maintaining them to find sustainable solutions Given the challenges, it is more effective oversight and governance, quality, cost-effective services to sustainable communities. and upgrading our properties and to the difficulties they are facing. important than ever that we ensuring Apex delivers its vision. our tenants and residents. This improving energy efficiency. During the year we supported deliver effective and efficient

6 7 Apex Annual Report 2018 - 2019 Delivering Great Homes Developing high quality, energy-efficient new-build homes for social rent, and affordable shared ownership homes for first-time buyers with FairShare.

60 families to part-own their detached properties for sale 252 high quality, new-build homes home, with reduced outgoings through the FairShare shared when compared to their previous ownership scheme. handed over to tenants rental agreement. One family has FairShare since progressed to purchase their Apex’s FairShare scheme allows home outright. There are currently homebuyers who cannot afford 24 FairShare applications under to buy a property outright, to buy consideration for properties across a share of a new home and pay . rent on the rest. Homebuyers can purchase a new-build property During the year, Apex commenced directly from a housing association, the development of 22 affordable, or private developer. new-build homes at St James’ Place, Culcavy, Hillsborough. This During 2018-2019 shared development offers affordable, ownership with FairShare helped high quality detached and semi-

£81.2m invested in HOUSING DEVELOPMENT across northern ireland

Development We continue to successfully manage energy-efficient homes at a time save both time and money, but one of the largest house-building when housing stress continues to more importantly provide a high construction programmes in the rise. quality living environment for the social housing sector with over most vulnerable in our society. 920 new homes being built across We have been successful in 16 developments throughout acquiring substantial sites in Belfast Northern Ireland. The new-build and Newry, and are at an advanced INNOVATIVE DESIGN FOR COMPLEX projects range in scope, scale and stage in securing development NEEDS HOMES complexity from five new-build land in Lisburn, Derry~Londonderry homes in Gray’s Lane, North Belfast and Newtownabbey. The purchase to 263 new-build homes off the of these sites means that our Skeoge Link in Derry~Londonderry. development programme over the We also have 454 units at design next five years will deliver more stage in nine new developments, than 2,000 new homes across with anticipated construction start Northern Ireland. dates before the end of March 2020. Each project brings its own We have worked closely with unique challenges and problems departmental and Housing and the ‘can do’ approach of Executive colleagues to produce the development team is key to an innovative design solution for Development Finances 2018-2019 delivering new high quality, complex needs homes that will

8 9 Apex Annual Report 2018 - 2019 Renewal & Upgrading During the year 2018-2019 we invested £3.7m in our planned and cyclical maintenance programme.

Upgrade and Refurbishment appearance of these homes using greater privacy to visiting clients. A total of £3.7m was invested light and vibrant colour ranges. Funding from the DfC ‘Housing for in our planned and cyclical Refurbishment activities included: All’ programme enabled Apex to maintenance programme during commencement of 250 kitchen develop a new community hub at the year. replacements in homes across Coolcullen Meadow in Enniskillen. Derry~Londonderry, Ballykelly, In partnership with the Migrant Energy efficiency upgrades Tyrone and Fermanagh; and Centre NI, the hub will provide included: replacement of 114 oil installation of new composite outreach services to local residents and gas boilers with energy efficient external doors to 16 apartments at and children. Activities will focus on condensing boilers; and installation Dunvale Close, Derry~Londonderry. community cohesion and bringing of increased levels of loft insulation Major renovation and together people from different to 92 homes - improving thermal comprehensive refurbishment backgrounds. performance, keeping homes works were also undertaken at four warmer for longer and helping properties where the structural At Cuan Court, Newtownards which tenants reduce costs. integrity of the external brick walls provides supported living for older ..the Candy Cabin was affected by mica. people with mild to moderate Heating control upgrades were dementia, we created ‘The Candy is helping rekindle also completed at Killowen House, Remodelling Cabin’. Working with Southern Coleraine and Daleview House, With the assistance of funding from Health & Social Services Trust we happy childhood Derry~Londonderry. the Department for Communities converted a small storage room memories... (DfC), the Apex Living Centre in into an ‘olden times’ sweetie shop Cyclical redecoration activities Derry~Londonderry was further that has provided a focal point, included redecorating 1,003 enhanced with the introduction and rekindled happy childhood properties, revitalising the external of new office space, offering memories for residents.

10 11 Apex Annual Report 2018 - 2019 Tenant Participation Tenant participation at Apex is central to ensuring that the ‘tenant’s voice’ is heard, and makes a real difference. We continue to provide tenants with meaningful opportunities to shape our day-to-day service delivery.

Network which meets four times a getting involved at board level. support this invaluable approach. relationships in a safe and informal year. We are delighted that during There are currently two tenants Community audits are a very environment. During the year a the year another six tenants have who play a valuable role at this effective way of engaging face- good relations officer was appointed signed up to become active tenants. level - attending quarterly meetings to-face with tenants and help to take forward a partnership with We also held several successful of the tenant participation and us greatly in building stronger the Migrant Centre NI in Coolcullen tenant information events designed community investment section of relationships, and addressing Meadow, Enniskillen. The project to encourage more tenants from the Housing Management Sub- local community issues. With will work with the local community the Belfast area to get involved as Committee. the recruitment of two tenant and strengthen and improve the active tenants. participation officers, we have experience of residents living there. Apex Observer / been able to engage more Focus Groups Tenant Participation Calendar effectively with larger communities Community Hubs In our most recent tenant We continue to deliver the summer such as Burren Meadow, Apex continues to support satisfaction survey, anti-social and winter editions of the Apex Newcastle and Cornshell Fields, the provision of facilities and behaviour was highlighted as a Observer - tenants newsletter. Derry~Londonderry. partnership working at: the Glen key area of concern. In response, Content planning decisions are Community Complex, Belfast; and Apex held focus group meetings informed by the Tenant Editorial For each community audit that we Cornshell Fields and Ferndale / in September 2018 to consult with Panel who get together to review undertake, the results are shared Fernabbey Community Hubs in tenants on the issue of anti-social and comment on articles before with all tenants and an action plan Derry~Londonderry. We have Tenant Participation Strategy Following the expansion of our behaviour. Follow-up meetings they are finalised and distributed to developed. worked with local groups to 2017-2020 tenant participation team in were held to advise tenants how tenants and stakeholders. support initiatives and events Apex’s Tenant Participation Strategy 2018-2019, there has been a their feedback helped re-shape Housing for All - Good Relations Plans including litter picks, family fun days sets out the range of opportunities significant increase in the number service delivery. The Tenant Participation Calendar Through funding from the or coffee mornings. In partnership available for tenants to become of projects and events we have was introduced to provide all Department for Communities with Cornshell Community involved through a menu of options been able to offer our tenants in the The Tenant Voice at Board Level tenants with a handy guide to ‘Housing for All’ programme, Apex Network, and organisations like which includes: contributing to the last year. The new staffing structure To ensure that tenant voices are upcoming participation events, continued to deliver our good Ulster Bank and The Red Cross, a Apex website; content planning has enabled Apex to develop our heard and listened to at all levels resulting in a very positive impact relations plans for Ballynafoy Close, series of monthly coffee mornings for the Apex Observer - tenants tenant’s voice even further. of the organisation, we continue to on tenant attendance. Belfast; and Gortaheran Crescent were held at the community newsletter; developing the ‘Tenant develop the opportunity for tenants and Gortaheran Park in Portglenone. hub. These offered tenants an Participation Calendar’ - published Active Tenant Network to become involved at board level. Community Audits During the year we ran successful opportunity to meet socially and bi-annually. The menu of options We currently have 28 ‘active tenants’ During the year, directors and board This year we completed nine seasonal events for our tenants and to access practical information on is issued to every tenant and helping us shape our day-to-day members attended a meeting community audits, as well as the wider community, giving these things like fraud awareness, first aid information is provided at the service delivery. They work with of the Active Tenant Network to developing an accompanying communities the opportunity to and housing issues. commencement of a tenancy. us as part of the Active Tenant promote the benefits of tenants policy and procedure document to come together and build positive

12 13 Apex Annual Report 2018 - 2019 Community Investment Apex continues to invest to help improve the lives of people who live within our communities, particularly people who may be disadvantaged or living in financial stress.

benefitted from the expertise of a Housing Associations HAIP Delivery visiting horticulturist, and learned Integration Project To date: 10 Apex neighbourhoods about good relations, first aid, tree The Housing Associations have participated in community We’re delighted to be recognised planting and business skills. Four Integration Project (HAIP) is a audits; 560 tenants engaged in as an organisation that goes allotments were used to provide the unique cross-border initiative aimed capacity building workshops and above and beyond our main Social Supermarket with a regular at promoting good relations across events; 19 community workshops “business of providing homes. supply of fresh vegetables. housing associations in Northern delivered programmes around Sheena McCallion - CEO of Apex Ireland and the border regions. health and wellbeing, gardening, Involving Tenants reminiscence, budgeting and good The Active Tenant Network HAIP is a €1.1m project funded relations; 10 tenants achieved 108 families on a journey out of continues to play an important role. by the EU’s PEACE IV Programme OCN Level II in Conflict Resolution food poverty, by providing food Throughout the year, the Network and managed by the Special and Mediation; and 55 tenants at a reduced cost along with other helped organise community EU Programmes Body (SEUPB). participated in non-accredited services, designed to tackle the root events to promote wellbeing, Match funding for the project has training, in areas like first aid and WINNER OF BUSINESS IN THE COMMUNITY - causes that lock people into poverty microchipping, litter picks and been provided by the Executive cookery. INVESTING IN YOUR COMMUNITY AWARD and build people’s resilience so they community building events. Office in Northern Ireland and are less likely to need emergency the Department for Rural and Cultural study visits and a cultural Financial Inclusion Food Stress help in the future. Apex with Children in Crossfire Community Development in showcase evening allowed tenants Many of our tenants continue We continued to support Foyle Our project in Tanzania is thriving, Ireland. from different neighbourhoods to experience difficulties with Foodbank in the Apex Living In addition, we facilitated the thanks to the dedication of our to come together and experience finances. Our welfare advice officers Centre, Derry~Londonderry by delivery of 28 tonnes of food to staff. This year the total amount local attractions, as well as supported 547 tenants during providing premises and other 11 different charities, helping to fundraised since 2001 reached traditional Irish and Ulster Scots the year; helping tenants claim essential support. During the year, sustain the future of these charities a massive £239,000. During the music and dance, and a cookery an additional £246,841 through the Foodbank provided emergency locally. year, the first of the agreed 13 demonstration. benefits advice, supporting 146 food for 1,962 adults and 1,471 pre-primary school classrooms in tenants with Universal Credit children locally. Community Allotments Misungwi was completed, and the HAIP Outcomes applications and assisting 27 people At our community allotments first of a further 20 community- into employment and learning. With support from the Department in Ballymagowan Park, Following participation in the managed microfinance groups has We have extended our partnership for Communities and local food Derry~Londonderry, users are Housing Associations Integration been set up. The group will support working with Dove House, through businesses, we developed the supported to grow their own fresh Project - two neighbourhoods 15 vulnerable women to set up new the provision of a new weekly ‘Social Supermarket’, also based at vegetables. In addition to providing in the Waterside area of businesses. benefit advice service at our office the Apex Living Centre. During the each other with lots of mutual Derry~Londonderry have in Derry~Londonderry. year, the Supermarket supported support - allotment users have established a residents’ group to discuss plans for their communities.

14 15 Apex Annual Report 2018 - 2019 Developing Our People Staff at Apex have continued to grow and develop their individual and team working skills, delivering a caring service to our customers.

National Hero Award Marion Tasker-Lynch, Manager at Brookhill House, Coleraine was announced as a ‘National Hero’ at the Elderly Accommodation Counsel (EAC) Awards ceremony in Manchester. This was in Staff Development and management in health & those aspiring to become front-line Investing in the wellbeing of our Links with schools and colleges recognition of her significant Our people continue to be at the social care; housing management; managers. staff has remained central to the Partnerships continued to be contribution to the quality of life heart of everything that we do. construction and gas safety. organisation’s strategic objectives. strengthened with local schools in Brookhill. Brookhill House also Our successes are the result of the Around 20 members of staff from A total of 99 staff completed a and colleges. Apex and St Cecilia’s won a national Gold Award at the commitment, skills and expertise of Five members of staff commenced our supported living schemes variety of training programmes College in Derry~Londonderry ceremony which celebrates the the whole workforce. Time and time a Level 4 Diploma in Leadership completed a six-week ‘Basic IT including sessions on cancer joined forces to develop a bespoke best specialist housing for older again we see examples of Apex staff & Management in Health & Social Skills’ training course, delivered by awareness; mental health programme aimed at inspiring and people. Killowen House, Coleraine going above and beyond to support Care, and are the first group of Apex the IT department. This training awareness; and substance misuse. supporting the students to develop and St Julian’s House, Omagh won those needing our services. staff to undertake the new revised covered the systems that staff need Automated external defibrillator their employability and resilience gold and silver regional awards qualification. This qualification has to use for their job role as well as (AED) units were installed within skills for life and work. The ‘Business respectively. Our focus continues to be on been introduced to bridge the skills providing skills and knowledge that Apex premises and an additional 40 Class’ partnership enabled 15 building our team’s capability, and knowledge gap between the will be useful for staff outside of staff received invaluable emergency students to experience first-hand with 59 staff achieving accredited Level 3 qualification and the Level work. first aid training, covering CPR and the services which Apex provides qualifications in a variety of 5 Diploma, and is perfect for staff the use of AEDs. within the local community. specialisms including: leadership who are front-line managers or

16 17 Apex Annual Report 2018 - 2019 Key Performance Indicators

Income Receivable and Arrears 2018 - 2019 Vacant Stock at 31 March 2019

1. Total Arrears includes both non-technical and technical arrears. Tenants’ Arrears are non-technical arrears owed directly by tenants and do not include housing benefit arrears or any other kind of technical arrears. 3. Percentage difference is due to increase in stock. 2. £8.2m is the portion of total income collectable (£36.2m) that is directly payable by tenants.

Repairs Response Targets 2018 - 2019

Average weekly rents (including service charges) for properties in 2018 - 2019

The above is a breakdown of the average weekly rent charged for all general needs properties. This average includes service charges but does not include rates.

18 19 Apex Annual Report 2018 - 2019 Financial Highlights Management Team Apex Voluntary Housing Group at 31 March 2019 Directors of Apex Housing Association

Balance Sheet 31/03/2019 31/03/2018 Fixed Assets - Housing, Land & Buildings 640.0m 563.3m Net Worth of Company - Housing Debt, Capital & Reserves 630.0m 585.2m

Income & Expenditure Gerry Kelly OBE Sheena McCallion Roderick Canning Ray Forbes CEO CEO Director of Finance Director of Development & Turnover 50.7m 47.6m Retired December 2018* Appointed December 2018* Procurement Operating Costs 41.5m 37.4m

Operating Surplus - before interest and transfers to reserves 9.2m 10.2m

Company Information

Internal Auditor: RSM, 1 Lanyon Quay, Belfast BT1 3LG Kevin Butler Elaine Taylor Donna Matthewson Deirdre Walker External Auditor: PricewaterhouseCoopers, Waterfront Plaza, 8 Laganbank Road, Belfast BT1 3LR Director of Property Services Director of Personnel & Director of Housing Director of Supported Living Solicitors: Arthur Cox, Victoria House, Gloucester Street, Belfast BT1 4LS Training Appointed January 2019 Appointed January 2019 Principal Bankers: First Trust Bank plc, Meadowbank, 141 Strand Road, Derry~Londonderry BT48 7TN

* Following the retirement of Gerry Kelly in December 2018, Sheena McCallion was appointed as CEO. In January 2019 two new directors were appointed; Donna Matthewson, Director of Housing; and Deirdre Walker, Director of Supported Living.

Business Plan Governance & Complaints & Resolution Achievements Management of Risk Management In the year ended 31 March 2019, Apex’s risk management process In the year ended 31 March 2019, the Association attained 86% identifies, prioritises, evaluates and a total of 12 complaints were achievement of the 2018-2019 manages risk to the achievement recorded. All 12 complaints were Business Plan which contained 77 of the Association’s policies, aims resolved. tasks. and objectives. The Audit & Risk Assurance Committee reviews the The breakdown of complaints Risk Register and analyses key risks received were as follows: to the Association. Housing Management: 1 Care & Support: 5 Property Services: 6

20 21 Apex Annual Report 2018 - 2019 Board of Management Voluntary board members of Apex Housing Association 2018 - 2019 Members Attendance 2018 - 2019

Board Member Length of Continuous Member Board Committee Service Notes Meetings Meetings

Years Months Held Attended Held Attended

John Meehan 7 years 9 9 19 17

Paddy McGroarty 6 years 4 months 9 4 13 9

John Meehan Paddy McGroarty Damian McKenna Alice Diver Damian McKenna 5 years 9 7 20 11 Chair Vice-Chair Treasurer LLB, LLM, Solicitor, PHD, FHEA Diploma Public Health FCCA Alice Diver 7 years 9 2 9 0

Martin Doherty 7 years 9 9 20 19

Rachel Naylor 7 years 9 1 4 3

Frank Dunne 5 years 10 months 9 9 20 16

Sean McKenna 1 year 6 months 9 8 – –

Catherine Cooke 1 year 2 months 9 7 4 1

Martin Doherty Rachel Naylor Frank Dunne Sean McKenna Linda Watson – 4 months 3 3 1 1 BSc, PG Dip, MSc Computing MA, PhD BA, MSc BA, MBA, Diploma Housing & Design Studies Philip O’Flaherty – – joined 01/04/19 – – – –

Alison Wallace – – joined 01/04/19 – – – –

Liam McCafferty 5 years 6 months retired 28/11/18 6 5 2 1

Peter Caldwell* 9 years retired 26/09/18 6 6 25 21

Tony Doyle 3 years 4 months retired 26/09/18 3 3 – –

Attendance 74% 72%

Catherine Cooke Linda Watson Philip O’Flaherty Alison Wallace * Former board member now serving on committees.

Committees at 31 March 2019 Audit & Risk Assurance: F. Dunne - Chair, A. Diver, D. McKenna, P. Caldwell, M. Doherty Development: D. McKenna - Chair, F. Dunne, J. Meehan, A. Diver, P. Caldwell, C. Cooke, P. McGroarty Finance: D. McKenna - Chair, P. Caldwell, M. Doherty, F. Dunne, P. McGroarty, J. Meehan Housing: P. Caldwell - Chair, R. Naylor, M. Doherty, M. Hamilton, J. Meehan, C. Cooke, L. Watson Remuneration: J. Meehan - Chair, P. McGroarty, D. McKenna

Liam McCafferty Peter Caldwell Tony Doyle Retired November 2018 Retired September 2018 Retired September 2018

22 23 Apex Annual Report 2018 - 2019 Statement of Financial Position Statement of Comprehensive Income Apex Voluntary Housing Group at 31 March 2019 Apex Voluntary Housing Group at 31 March 2019

31/03/2019 31/03/2018 31/03/2019 31/03/2018

Tangible Fixed Assets Turnover 50,657,275 47,574,708 Housing, Land & Buildings 640,485,656 563,295,064 Less: Operating Costs (41,478,147) (37,353,127) Other Fixed Assets & Investments 9,247,872 9,299,846 Operating Surplus 9,179,128 10,221,581 649,733,528 572,594,910

Surplus on sale of Fixed Assets 454,968 Current Assets 558,677 Transfer to Disposal Proceeds Fund (805,724) Stock 1,540,366 1,409,823 (945,225) Interest Receivable & Similar Income 27,016 Debtors 11,779,660 32,827,239 25,605 Interest Payable & Similar Charges (6,524,223) Current Asset Investments 7,748,821 7,049,452 (6,516,400) Other Finance Costs (109,000) (210,000) 21,068,847 41,286,514 Surplus on Ordinary Activities 2,192,785 3,163,618 Creditors: Amounts falling due within 1 year (40,802,367) (28,701,678) Net Current (Liabilities)/Assets (19,733,520) 12,584,836 All amounts above relate to continuing operations of the Association. There is no material difference between Total Assets less Current (Liabilities)/Assets 630,000,008 585,179,746 the surplus for the financial year stated above and its historical cost equivalents.

Creditors: Amounts falling due after 1 year 593,446,536 550,576,059 Pension Liability 6,600,506 4,492,506 600,047,042 555,068,565

Capital & Reserves Called up Share Capital 0 0 Capital Reserves 122 122 Designated Reserves 0 0 Common Fund 10,000 10,000 Revenue Reserves 29,942,844 30,101,059 Total Funds 29,952,966 30,111,181 630,000,008 585,179,746

24 25 Apex Annual Report 2018 - 2019 Accommodation at Apex

General Needs & Shared Ownership Accommodation General Needs & Shared Ownership Accommodation

Antrim & Newtownabbey Borough Council Belfast City Council - continued Derry City & Strabane District Council Derry City & Strabane District Council - continued Beechwood Drive, Newtownabbey 16 Rosapenna Parade, Belfast 2 Ballymagowan Park, Derry~Londonderry 180 Rathmore, Derry~Londonderry 53 Castle Park, Antrim 6 Rosehead, Belfast 75 Ballymore Park, Derry~Londonderry 18 Rinmore Drive, Derry~Londonderry 2 Deerycoole Park, Newtownabbey 25 Roslyn Street, Belfast 1 Beechwood Crescent, Derry~Londonderry 10 Rinmore, Derry~Londonderry 39 Dispersed Housing 4 Rossnareen, Belfast 18 Brickfield Court, Derry~Londonderry 9 Rosemount Cottages, Derry~Londonderry 17 Greenwalk, Newtownabbey 22 Shared Ownership homes through FairShare 4 Bridge End Park, Strabane 4 Rural Cottages 45 Inniscarn Drive, Newtownabbey 6 Slieveban, Belfast 29 Broomhill Avenue, Derry~Londonderry 10 Shared Ownership homes through FairShare 5 Loughmoney Park, Newtownabbey 8 Springfield Crescent, Belfast 9 Canal Side, Strabane 26 Sheriff’s Glen, Derry~Londonderry 22 Shared Ownership homes through FairShare 7 Springfield Road, Belfast 12 Clarendon Street, Derry~Londonderry 16 Springtown Court, Derry~Londonderry 15 St Bernadette’s Avenue, Belfast 27 Cecilia’s Walk, Derry~Londonderry 61 St Brecan’s Park, Derry~Londonderry 43 Total 94 Susan Street, Belfast 6 Celtic Court, Derry~Londonderry 13 St Canice’s Mews, Eglinton 4 Templemore Avenue, Belfast 4 Clondermott Park, Derry~Londonderry 44 Swilly Gardens, Derry~Londonderry 30 Tigers Bay, Belfast 16 Clon Dara, Derry~Londonderry 78 Upper Creggan, Derry~Londonderry 11 Ards & North Down Borough Council Whitewell Road, Belfast 12 Clon Elagh, Derry~Londonderry 243 Total 2,652 Ballycopeland Place, Millisle 10 Clyde Street, Derry~Londonderry 6 Total 687 Blenheim Drive, Newtownards 15 Coolafinny Meadow, Eglinton 14 Shared Ownership homes through FairShare 18 Cornshell Fields, Derry~Londonderry 273 Cornshell Lane, Derry~Londonderry 9 Total 43 Causeway Coast & Glens Borough Council Creggan Heights, Derry~Londonderry 2 Ard na Smoll, 29 Creggmount, 12 Darkfort Drive, Portballintrae 20 Culdaff Gardens, Derry~Londonderry 27 Armagh City, Banbridge & Craigavon Dispersed Housing 21 Derrymore, Derry~Londonderry 53 Corcrain Walk, Portadown 3 Girona Drive, Portrush 14 Dispersed Housing 490 Prospect Way, Lurgan 5 Gort Beag, Rathlin Island 10 Dove Gardens, Derry~Londonderry 63 Shared Ownership homes through FairShare 11 Killowen Court, Coleraine 5 Dunowen Park, Clady 5 Westacres, Craigavon 1 Killowen Street, Coleraine 9 Dunvale Close, Derry~Londonderry 14 Rural Cottages 1 Eglinton Place, Derry~Londonderry 5 Total 20 Shared Ownership homes through FairShare 13 Evish Grove, Strabane 38 Swilly Close, 23 Fergleen Mews, Derry~Londonderry 6 Tamlough Park, Ballykelly 50 Fernabbey/Ferndale, Derry~Londonderry 103 Belfast City Council Temple Park, Castlerock 6 Glendale, Derry~Londonderry 101 Glenowen Park, Derry~Londonderry 33 Fermanagh & Omagh District Council Ballynafoy Close, Belfast 67 Total 201 Cliftonville Road, Belfast 10 Glenside Gardens, Derry~Londonderry 2 Aghagay Meadows, Newtownbutler 3 Cloverfield Street, Belfast 22 Great James’ Street, Derry~Londonderry 9 Breesy View, Belleek 1 Derryveagh Drive, Belfast 119 Kilfennan, Derry~Londonderry 7 Cavandale Park, Enniskillen 36 Dispersed Housing Belfast 17 Knockena, Derry~Londonderry 67 Coolcullen Meadow, Enniskillen 33 Glenluce, Belfast 14 Labre Park, Derry~Londonderry 10 Dispersed Housing 3 Jamaica Street, Belfast 43 Leafair, Derry~Londonderry 2 Elliot Place, Enniskillen 4 Laird Park, Belfast 28 Lurganbuoy Park, Castlederg 9 Ferdon Glen, Belleek 1 Lawther Court, Belfast 1 Magowan Park, Derry~Londonderry 127 Lisolvan Park, Brookeborough 2 Lenadoon Avenue, Belfast 27 Marian Hall, Derry~Londonderry 24 Mullaghmore Cottages, Omagh 8 Loughview Terrace, Belfast 1 Melvin Court, Strabane 2 Ringfort Place, Faughard 12 Mill Race, Belfast 21 Northland Road, Derry~Londonderry 23 Riverside View, Tempo 4 Mossvale/Lawnbrook, Belfast 5 Northland Way, Derry~Londonderry 3 Rural Cottages 12 O’Neill’s Lane, Belfast 69 Oakland Park, Derry~Londonderry 39 Shared Ownership homes through FairShare 2 Rathcoole Gardens, Newtownabbey 28 Old School Court, Derry~Londonderry 12 Tattygare Heights, Lisbellaw 10 Racecourse Drive, Derry~Londonderry 64 Total 131

26 27 Apex Annual Report 2018 - 2019

General Needs & Shared Ownership Accommodation Supported Living Accommodation

Lisburn & Castlereagh City Council Mid-Ulster District Council - continued Sheltered Accommodation for Older People Mental Health Schemes Annacloy Park, Hillsborough 22 Millview Manor, Dungannon 24 Abbey House, Derry~Londonderry 18 Ballyoan House, Derry~Londonderry 16 Grand Street, Lisburn 1 Orchard Park, Aughnacloy 15 Alexander House, Derry~Londonderry 24 Clondermott House, Derry~Londonderry 16 Old Forge, Dunmurry 27 Pinebank Gardens, Dungannon 25 Beechwood Court, Derry~Londonderry 37 Dunvale House, Derry~Londonderry 16 Shared Ownership homes through FairShare 5 Salters Bridge, 9 Brickfield Court, Derry~Londonderry 43 East Bridge Place, Enniskillen 10 Tonagh Gardens, Lisburn 26 Scutchers Lane, 23 Creggmount, Claudy 17 Holly Lane, Derry~Londonderry 16 Shared Ownership homes through FairShare 4 Park, Derry~Londonderry 47 Mill Place, 20 Total 81 Sycamore Drive, Dungannon 16 Fr Mulvey Park, Derry~Londonderry 29 Woodbank House, Omagh 16 The Mill Race, Dungannon 25 Glenbrook House, Derry~Londonderry 39 Total 110 Tulach Way, Magherafelt 30 Grafton Street, Derry~Londonderry 11 Tullykeeran Gardens, 20 Mulvey House, Strabane 31 Parkview Court, Castlederg 10 Total 404 St Canice’s Close, Eglinton 23 Schemes for Learning Difficulties St Julian’s House, Omagh 30 Ardavon House, Derry~Londonderry 12 Westland Cottages, Belfast 6 Beechway House, Derry~Londonderry 16 Newry, Mourne & Down District Council Belmont Cottages, Derry~Londonderry 16 Total 365 Aileen Terrace, Newry 2 Cuan Terrace, Newtownards 10 Bull’s Hill, Newry 4 Granville Park, Dungannon 25 Burren Meadow, Newcastle 148 Iona House, Strabane 12 Dispersed Housing 1 Housing with Care Accommodation Mullagh Houses, Limavady 22 Mountainview, Warrenpoint 13 Abbey House, Derry~Londonderry 12 Railway Court, Omagh 23 Shared Ownership homes through FairShare 6 Alexander House, Derry~Londonderry 20 Total 136 Tarive Lana, Newry 6 Brookhill House, Coleraine 25 The Marshes, Newry 10 Daleview House, Derry~Londonderry 13 Mid & East Antrim Borough Council The Arches, Newry 28 Killowen House, Coleraine 43 Brook Street, Ahoghill 6 Parkview House, Castlederg 8 Hostels & Refuges Total 218 Brookfield Gardens, Ahoghill 9 St Julian’s House, Omagh 16 Ashleywood Mews, Derry~Londonderry 15 Gortaheran Crescent, Portglenone 16 Foyle Valley House, Derry~Londonderry 14 Total 137 Gortaheran Drive, Portglenone 10 Melrose Terrace, Derry~Londonderry 18 Shared Ownership homes through FairShare 5 Total - General Needs & Shared Ownership 4,577 Methodist City Mission, Derry~Londonderry 47 Northlands Centre, Derry~Londonderry 8 Total 46 Dementia Care Rose House, Derry~Londonderry 8 Cuan Court, Newtownards 24 Springwell House, Belfast 27 Meadowbank­­­­­­, Omagh 25 The House in the Wells, Derry~Londonderry 24 Mid-Ulster District Council Total 49 Total 161 Ashdene / Shanoch, Dungannon 20 Bramblewood Manor, Dungannon 12 Cashel Grove, Dungannon 8 Church Way, 10 Young Adults Cloneen, Dungannon 48 84 Chapel Road, Derry~Londonderry 1 Dispersed Housing 40 Rossorry Grove, Enniskillen 13 Fairhill Park, Maghera 15 Strand Foyer, Derry~Londonderry 48 Gortview Park, Coalisland 35 Granville Park, Dungannon 8 Total 62 Kilmerron Grove, Dungannon 5 Lurgaboy Lane, Dungannon 12 Total - Supported Living 1,020

28 29 Apex Annual Report 2018 - 2019 Stock Overview

Commercial & Community Units, Nursing Beds, and Staff Accommodation Sector Totals at 31 March 2019

Commercial Units Nursing Beds SECTOR Total Units Apex Head Office, Derry~Londonderry 1 Brookmount Nursing Home, Coleraine 48 Apex Office, Belfast 1 Daleview House, Derry~Londonderry 30 General Needs & Shared Ownership Accommodation 4,577 Apex Office, Dungannon 1 Parkview House, Castlederg 27 Apex Living Centre, Derry~Londonderry 1 Supported Living Accommodation 1,020 Total 105 Garages, Derry~Londonderry 51 Shop Units, Belfast 3 Commercial Units 66 Shop Units, Derry~Londonderry 8 Staff Accommodation in Sheltered Schemes Community Units 5 Total 66 Total 3 Nursing Beds 105

Community Units Staff Accommodation 3 Coolcullen Meadow Community House, Enniskillen 1 Cornshell Fields, Derry~Londonderry 1 Emerald Boxing Club, Belfast 1 Fernabbey, Derry~Londonderry 1 Glen Community Complex, Belfast 1 Total 5

TENANTS OF IONA HOUSE IN STRABANE ENJOYED A GREAT FUN DAY ALONG WITH STAFF MEMBERS AND FAMILIES FOYLE FOODBANK IN THE APEX LIVING CENTRE, DERRY~LONDONDERRY CONTINUED TO PLAY A CRUCIAL ROLE IN ALLEVIATING FOOD STRESS. ALMOST 28 TONNES OF FOOD PASSED THROUGH THE FOODBANK DURING THE YEAR.

30 31 Apex Annual Report 2018 - 2019 Supported Living Scheme Details

Addresses & Contacts Addresses & Contacts

Sheltered Accommodation Housing with Care Accommodation Nursing Care Accommodation Mental Health Schemes - continued for Older People Brookhill House Brookmount Nursing Home East Bridge Place Beechwood Court 2 Lower Newmills Road, Coleraine BT52 2JR 4 Lower Newmills Road, Coleraine BT52 2JR Magee Court, Enniskillen BT74 7BG Beechwood Avenue, Derry~Londonderry BT48 9BN Manager: Marion Tasker-Lynch Nurse Manager: Elaine Allen Move-on Accommodation for Clare House Scheme Manager: Catherine McCallion Tel: 028 7032 7917 Tel: 028 7032 9113 Officer-in-Charge: Orla McConkey Tel: 028 7126 6076 Tel: 028 6632 6361 Killowen House Brickfield Court 20 Killowen Street, Coleraine BT51 3DB Elderly Mentally Infirm Accommodation Holly Lane Bligh’s Lane, Derry~Londonderry BT48 9PW Manager: Brenda Cunningham 1 Holly Lane, Gransha Park, Derry~Londonderry Cuan Court Scheme Manager: Raymond Campbell Tel: 028 7032 9650 BT47 6ZP Dakota Avenue, Newtownards BT23 4XN Tel: 028 7130 9104 Manager: George Walker Manager: Rhonda Robinson Tel: 028 7186 0261 Tel: 028 9181 9286 Creggmount Housing with Care and Desmond Avenue, Claudy BT47 4BF Woodbank House Sheltered Accommodation Meadowbank Scheme Manager: Jenny McLean (Part-time) 9 Deverney Road, Omagh BT79 0ND 2 Donaghanie Road, Omagh BT79 0NR Tel: 028 7133 7987 Abbey House Manager: Caroline Swift Little Diamond, Derry~Londonderry BT48 9EJ Manager: Shelley Logue Tel: 028 8225 1762 Vivienne McGlinchey Tel: 028 8224 2868 Culmore Park Manager: Culmore Road, Derry~Londonderry BT48 7AN Tel: 028 7126 2385 Scheme Manager: Julie Montgomery Schemes for Learning Disability Tel: 028 7135 3000 Alexander House Mental Health Schemes Bishop Street, Derry~Londonderry BT48 6UX Ardavon Samantha Magee Ballyclose House 27 Bonds Hill, Derry~Londonderry BT47 6DW Fr Mulvey Park Manager (Acting): 11 Mill Place, Limavady BT49 0BJ Allison Foley Westland Terrace, Derry~Londonderry BT48 9EE Tel: 028 7136 3891 Manager: Manager: Marena Nicholas Tel: 028 7134 5279 Scheme Manager: Bredge Shettle Tel: 028 7776 4564 Tel: 028 7126 9064 St Julian’s House 1 St Julian’s Road, Omagh BT79 7HQ Beechway House Anne McCrory Ballyoan House Shepherds Way, Dungiven Road, Derry~Londonderry Glenbrook House Manager (Acting): Gransha Park, Derry~Londonderry BT47 6TG BT47 5GW Glenbrook Terrace, Derry~Londonderry BT48 0JQ Tel: 028 8225 0447 Manager: Lorraine Harkin Manager: Delma McCurry Scheme Manager: Jane Diver Tel: 028 7186 0566 Tel: 028 7131 2627 Tel: 028 7126 3408 Housing with Care and Clondermott House Belmont Cottages Mulvey House Nursing Care Accommodation 17 Clondermott Park, Derry~Londonderry BT47 2LF Racecourse Road, Derry~Londonderry BT48 7RD Magirr Park, Strabane BT82 9FS Janice Anderson Daleview House Manager: Manager: Seamus Crossan Scheme Manager: Anne Gillespie Shepherds Way, Dungiven Road, Derry~Londonderry Tel: 028 7131 2073 Tel: 028 7137 2350 Tel: 028 7138 3217 BT47 2AL Nurse Manager: Marcella McCorkell Dunvale House Cuan Terrace St Canice’s Close Tel: 028 7114 0148 (Housing with Care) Duncreggan Road, Derry~Londonderry BT48 0AA Dakota Avenue, Newtownards BT23 4XF Ballygudden Road, Eglinton BT47 3YP Tel: 028 7131 2390 (Nursing Care) Manager: Marie Casey Manager: Heather Cruise Scheme Manager: Jenny McLean (Part-time) Tel: 028 7137 4130 Tel: 028 9127 1497 Tel: 028 7181 2177 Parkview House Parkview Road, Castlederg BT81 7XH Granville Nurse Manager: Davina McAllister 9 Granville Park, Dungannon BT70 1JT Tel: 028 8167 9192 Manager: Gemma Cunningham Tel: 028 8772 7137

32 33 Apex Annual Report 2018 - 2019 PHASE 1 OF THE 757-HOME DEVELOPMENT AT CLON ELAGH, DERRY~LONDONDERRY

Addresses & Contacts

Schemes for Learning Disability - continued Hostels & Refuges - continued Iona House Rose House 19 Derry Road, Strabane BT82 8DT 22 Pump Street, Derry~Londonderry BT48 6JG Manager: Jacqueline McElhinney Manager: Jo Corcorcan Tel: 028 7138 3400 Tel: 028 7141 6800

Mullagh Houses Springwell House 1. Creggmount Open Day 2. Health Promotion 3. New home excitement 5 Roemill Road, Limavady BT49 9DF 377-381 Springfield Road, Belfast BT12 7DG Manager: Karen Oldcroft Manager: Donal Rogan Tel: 028 7772 2466 Tel: 028 9024 8801

Railway Court The House in the Wells O’Kane Park, Dromore Road, Omagh BT78 5AA 130 St Columb’s Wells, Derry~Londonderry BT48 6LY Manager: Mairead Brogan/Alison Rafferty (Jobshare) Manager: Andrew Bonner Tel: 028 8225 2629 Tel: 028 7126 7957

Hostels & Refuges Young Adults Ashleywood Mews Rossorry Grove 15 Ardmore Road, Derry~Londonderry BT47 3QP 53-79 Rossorry Church Road, Enniskillen BT74 7BB Manager: Jo Corcorcan Manager: Karen McElhill The Year in Pictures Tel: 028 7134 4499 Tel: 028 6632 2890

Foyle Valley House Strand Foyer 30 Foyle Road, Derry~Londonderry BT48 6SQ 79 Strand Road, Derry~Londonderry BT48 7BW Manager: Maureen Slater Manager: Louise Montgomery Tel: 028 7136 2689 Tel: 028 7128 1155­­ 4. HAIP Meet-up 5. Our new directors - Deirdre & Donna 6. New family home Melrose Terrace 14-16 Melrose Terrace, Derry~Londonderry BT47 6DS Manager: Liadhan McCourt Tel: 028 7131 1461

Methodist City Mission 19a Crawford Square, Derry~Londonderry BT48 7HR Manager: Briedge O’Donnell Tel: 028 7137 0090 or 028 7130 9388

Northlands Centre Shepherds Way, Dungiven Road, Derry~Londonderry BT47 5GW Manager: Nuala Tracey Tel: 028 7131 3232

34 35 7. Some of our wonderful volunteers 8. TBUC cross-community adventure Apex Housing Association Ltd

REGISTERED OFFICE: 10 Butcher Street Derry~Londonderry BT48 6HL

BELFAST OFFICE: 6 Cromac Place The Gasworks Belfast BT7 2JB

DUNGANNON OFFICE: Unit 3A Dungannon Enterprise Centre 2 Coalisland Road Dungannon BT71 6JT

Telephone: 028 7130 4800 Email: [email protected] Online: www.apex.org.uk

This document is available in alternative formats on request.

The Apex Voluntary Housing Group comprises: Apex Housing Association Limited Newington Housing Association Limited Fairbuild Homes (NI) Limited

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